A complete list of active advisors currently associated with Vertex Investments Group

Warmer can help you find a great advisor at Vertex Investments Group or one who fits your needs even better.

Vertex Investments Group is a registered investment adviser that, according to its Form ADV, offers wealth management and financial planning to individuals, high-net-worth clients, and corporate entities, including investment management, asset allocation, and comprehensive financial planning. The firm describes itself as fee-only and uses percentage-of-assets-under-management billing and may recommend third-party professionals without receiving referral compensation. The firm’s stated investment process combines fundamental, technical, and charting analysis with mutual fund and ETF evaluation, and it constructs portfolios using a mix of passive and active vehicles to match client goals and risk tolerance. The brochure emphasizes a long-term orientation with occasional short-term trades, individualized asset allocation, and notes that the adviser operates on a non-discretionary basis—seeking client approval before executing trades. Noteworthy differences from many peers include the firm’s reporting of zero assets under management and no clients as of December 2024 while operating with a single registered adviser and having been formed in 2023 and recently registered in 2025. The brochure also discloses an outside business activity in HVAC that consumes under 10% of the principal’s time, a policy against block (aggregated) trading, and a recommendation to use an institutional Schwab custody platform whose institutional services the firm acknowledges may provide indirect benefits.

To learn more about the advisors currently working at Vertex Investments Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.